Trump. Tariffs. Trade. And oh, M&A with Tom Michaud, Keefe, Bruyette & Woods

Thank you for tuning into the Walker Webcast, where Willy was joined by Tom Michaud, President and CEO of Keefe, Bruyette & Woods. Do you know someone who would find this webcast interesting? Take a minute to share this email with a friend or colleague! Willy and Tom discussed timely topics, including tariff uncertainty and trade deals, challenges facing small businesses, the evolving world of crypto and stablecoins, and current trends in M&A. Key Points In The Webcast: 00:00 Introduction 01:56 Willy introduces Tom Michaud 04:17 A macro standpoint on tariffs and the economy 07:49 Should we hang tight or will the pressure be too much? 12:07 Stop watching your portfolio 13:03 The current credit market: Should we watch out? 17:36 The number one place to go as a credit analyst 19:03 Implementing regulatory reform post-banking crisis 23:17 Addressing the concern on credit funds 25:16 Three things Washington should do 29:16 Is President Trump’s crypto strategy counterproductive? 32:43 The impact of tariffs on intellectual property 36:25 What a failed auction would mean 37:16 A hypothetical situation: Positive outcomes on Trump’s move 40:30 Staying hopeful in uncertainty 42:13 The future of mergers and acquisitions 46:33 The effect of the reset on valuations 49:35 Private equity’s challenges in raising capital from foreign investors 51:51 Advice on making decisions in this economy 56:31 Living by the golden rule GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: https://www.youtube.com/channel/UC5jhzGBWOTvQku2kLbucGcw » See upcoming guests on the #WalkerWebcast here: https://www.walkerdunlop.com/webcasts Related webcasts: Tune in on Wednesdays for fresh perspectives about leadership, business, the economy, commercial real estate, and more! #WillyWalker hosts a diverse network of leaders as they share the wisdom that cuts across industry lines. Check out our previous videos: » Full playlist: https://www.youtube.com/playlist?list=PL_QkMqEzOkzNmWUe9kpfRJ4213jIh6LNk Apple Podcasts: https://podcasts.apple.com/us/podcast/driven-by-insight/id1540843402 Spotify: https://open.spotify.com/show/1z3wDGMAjtscNhKWJfXs7L Follow us: » LinkedIn: https://www.linkedin.com/company/walker-&-dunlop/ » Facebook: https://www.facebook.com/WalkerDunlop » Twitter: https://twitter.com/WalkerDunlop » Instagram: https://www.instagram.com/walkerdunlop/ POSTING POLICY: Please bear in mind that this is a public and professional platform. We’ll do our best to ensure that our postings on this page comply with our standards, which prohibit content that: • is abusive, defamatory, threatening, or obscene • is fraudulent, deceptive, or misleading • violates the copyright, trademark, patent, trade secret, right of privacy, right of publicity, or other intellectual property right of another • contains or links to any virus, worm, Trojan horse, or other forms of malware or harmful code • contains the personal information of others, such as names, addresses, and telephone numbers • violates any law or regulation • is otherwise offensive. We expect users not to post content that violates our standards. We cannot monitor postings or discussions in advance, but we reserve the right to remove any posting that does not meet our standards. source

Is commercial real estate finally turning the corner into a new bull market?

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